I joined Best Life Financial Planning in 2017 after working with Mark Agnew at Commonwealth Financial Planning for five years.
My focus when working with clients is to understand their entire holistic situation, and help them to articulate and achieve their financial and personal goals. My approach is to create an open, supportive environment where questions are encouraged.
I'm married with three young kids. I enjoy spending time with them in after school, tending our home veggie garden, skateboarding with the kids, playing guitar, and video games.
Brett has been so easy to talk to and he explains in simple English that I understand thanks Brett for everything you have done so far and in to the future. steve 4510
Brett has given me, and is supporting me through my most difficult time to become a successful business owner. I very much trust Brett's knowledge and advice and I feel free to ask him questions regarding my finances. Brett was also very compassionate and encouraging during the period when I had to face adversity and difficulties. I am very grateful that Brett has a holistic mindset to advise and encourage people. This makes a big difference when starting a business. His full care and attention is very comforting.
Very happy with Brett's advice & information. Highly Recommended.
- Adviser status Silver
- Number of reviews 3
- First year providing advice 2014
- Years of experience 9
- Bachelor of Business (Financial Planning)
Tca Financial Planners Pty LtdSuite 30, 120 Bloomfield Street
Cleveland, QLD 4163
- 9:00am – 5:00pm Monday – Friday
Amp Financial Planning Pty Ltd